See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,389 | $228,332-96.3% | $185,823-95.5% | $158,922-94.7% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 18.18% | 40.80%-22.6pp | 35.95%-17.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $958 | $4,967-80.7% | $4,087-76.6% | $4,761-79.9% |
| Participant deferral / active EE | $1,210 | $6,415-81.1% | $5,632-78.5% | $5,982-79.8% |
| Admin fee / account holder | $232 | $11,864-98.0% | $9,500-97.6% | $11,246-97.9% |